11月以来近770家公司获机构调研电子和机械设备行业继续获得青睐

Core Insights - Institutional research on listed companies has intensified post Q3 earnings reports, with nearly 770 companies receiving attention in November alone [1][2] - Luxshare Precision has emerged as the most favored target among institutions, receiving 222 institutional visits, followed by BeiGene, Huichuan Technology, and others [2][3] - The electronics and machinery sectors are the primary focus for institutional research, with expectations of structural opportunities driven by AI in the semiconductor industry and a prosperous outlook for machinery equipment [1][5] Company Highlights - Luxshare Precision's core capabilities in the electrical connection field are highlighted, focusing on system architecture understanding and competitive differentiation [2] - BeiGene has received 202 institutional visits, with discussions centered on the competitive landscape of CDK4 [2] - Other companies like Huichuan Technology, Anji Technology, and Tongyu Communication have also garnered significant attention, each receiving over 100 institutional visits [2] Market Performance - Despite a high volatility in the A-share market, over half of the nearly 770 companies that received institutional research in November reported positive returns [3][4] - Huasheng Lithium Battery has seen a remarkable stock price increase of nearly 190% in November, attributed to its focus on lithium battery electrolyte additives [3][4] - Other notable performers include Fuxiang Pharmaceutical, which has risen over 80%, and several companies across various sectors with gains exceeding 40% [4] Industry Trends - The electronics sector remains a favorite among institutions, with 92 companies receiving attention, alongside the machinery equipment sector [4] - Looking ahead to 2026, the semiconductor industry is expected to experience structural opportunities due to capacity expansion and supply chain security, particularly in advanced processes and packaging [5] - The machinery equipment sector is anticipated to thrive, with a focus on new technologies and emerging industries such as humanoid robots and solid-state battery equipment [5]